Manual integration with Anaplan is by far the simplest option for integration. Using the point-and-click user interface available in Anaplan, you can select any tab-delimited or comma-separated file for import into your model.
Importantly, this is the only way to add a new data source to your Anaplan model. This makes it a stepping stone for all the other forms of integration, as any other import will use the formatting of an already-uploaded file for its format.
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Anaplan has built several connectors to work with popular ETL (Extract, Translate, and Load) tools. These tools provide a graphical interface through which you can set up and manage your integration. Each of the tools that we connect to has a growing library of connectors – providing a wide array of possibilities for integration with Anaplan. These ETL tools require subscriptions to take advantage of all their features, making them an especially appealing option for integration if you already have a sub.
MuleSoft
Anaplan has a connector available in MuleSoft's community library that allows for easy connection to cloud systems such as Netsuite, Workday, and Salesforce.com as well as on-premise systems like Oracle and SAP. Any of these integrations can be scheduled to recur on any period needed, easily providing hands-off integration. MuleSoft uses the open-source AnyPoint studio and Java to manage its integrations between any of its available connectors. Anaplan has thorough documentation relating to our MuleSoft connector on the Anaplan MuleSoft github.
SnapLogic
SnapLogic has a Snap Pack for Anaplan that leverages our API to import and export data. The Anaplan Snap Pack provides components for reading data from and writing data to the Anaplan server using SnapLogic, as well as executing actions on the Anaplan server. This Snap Pack empowers you to use connect your data and organization on the Anaplan Platform without missing a beat.
Boomi
Anaplan has a connector available on the Boomi marketplace that will empower you to create a local Atom and transfer data to or from any other source with a Boomi connector. You can use Boomi to import or export data using any of your pre-configured actions within Anaplan. This technology removes any need to store files as an intermediate step, as well as facilitating automation.
Informatica
Anaplan has partnered with Informatica to build a connector on the Informatica platform. Informatica has connectors for hundreds of applications and databases, giving you the ability to leverage their integration platform for many other applications when you integrate these applications with Anaplan. You can search for the Anaplan Connector on the Informatica marketplace or request it from your Informatica sales representative.
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You can interact with the data in your models using Anaplan's RESTful API. This enables you to securely import and export data, as well as run actions through any programmatic way you desire. The API can be leveraged in any custom integration, allowing for a wide range of integration solutions to be implemented. Completing an integration using the Anaplan API is a technical process that will require significant action by an individual with programming experience.
Visit the links below to learn more:
API Documentation
Anaplan API Guide
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Recently, I used Anaplan Connect for the first time; I used it to import Workday and Jobvite data into my Anaplan model. This was my first serious data integration. After my experience I put together some tips and tricks to help other first-timers succeed.
Firstly, there are a few things you can do to set yourself up for success:
Download the most up-to-date version of Java.
Download Anaplan Connect from Anaplan's Download Center.
Make sure you can run Terminal (Mac) or the Command Prompt (Windows).
Make sure you have a plaintext editor to edit your script (TextEdit or Notepad are available by default, but I recommend Sublime Text).
Read through the Anaplan Connect User Guide in the "doc" folder of the Anaplan Connect folder you downloaded in step #2.
Once you have these items completed then you’re ready to start writing your script.
In the Anaplan Connect folder that you downloaded, there are some example script files, “example.bat” for Windows and “example.sh” for Mac. The best way to start is to copy the right example file for your operating system, then alter it.
When you’re first navigating the example script, the section contains what are called variables (e.g. ModelId, WorkspaceId, AnaplanUser). If you keep your variables at the top, then use them in your script, it's easier to edit those components because they are only in one place. I highly recommend adding a variable for your Anaplan certificate. Then you don’t have to manually enter your password every time the script runs.
When you begin to piece together your own script, it will include some combination of Anaplan Connect Commands (you can check out the full list in an appendix of the Quick Start Guide for Anaplan Connect, on Anapedia). Because my script was focused on importing data from an outside source into Anaplan, it included the following components: file, put, import, execute, output. Each of these has a different function:
File identifies the File Name (i.e. Workday.csv).
Put identifies the File Path of the file you’re importing (i.e. User/Admin/Documents/Workday.csv).
Import identifies the action Anaplan is supposed to run (i.e. Workday_Import).
Execute is what runs the process; nothing needs to follow this.
Output identifies what happens to errors. If you would like those to go to a file then you include the location of the file following the output (i.e. User/Admin/Documents/ErrorLog.csv).
It’s worth noting that you can have multiple actions behind a file. For instance, I can have a command sequence like this: file-put-import-execute-output-put-import-execute-output. I found this useful when I used a single file to update multiple lists and modules; it saved me from needing to upload a file over and over again.
When you are identifying the file path for the script, it is easiest to keep terminal open. When you drag and drop a file in terminal it will automatically populate the file path. This will assist in avoiding syntax errors since you can copy and paste from terminal into the script.
Once you assemble your commands, it’s time to start testing your script! When you start testing the script, it is helpful to break it into small pre-built test chunks that build on one another. That way if something goes wrong, it won’t take as long to find out where the error is. Additionally, it makes the script more digestible in the event that it needs to be edited in the future.
As you test each of these chunks, you may run into some errors, so here are a few troubleshooting tips to get you started.
If your terminal reports that there is a syntax error, then there is most likely a pesky apostrophe, a space, or some other special character in your script that is causing the error. Comb through the code, especially your filenames, and find the error before attempting to run it again.
Secondly, you may run into a permissions error. These typically arise when your file is not currently an executable file. When I encountered this error, changing the permissions on the file to give me write access solved it.
Overall once you know these basics of Anaplan Connect you can build a script—even a complicated one! When in doubt, see if somebody else has asked about a similar issue in the discussion section; if you don’t find something there, you can always create your own question. Sometimes a second set of eyes is all you need, and our integrations site has some of the best in biz contributing!
Best of luck to the other rookies out there!
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Anaplan Connect is a downloadable tool that empowers you to automate Anaplan actions. This lightweight tool still relies on the same types of flat files that can be manually uploaded into Anaplan. Once this tool is installed on your computer, you can package that point-and-click process in a script (.bat or .sh files). These scripts work well with external scheduling tools, enabling you to schedule and automate a data upload/download from Anaplan's cloud platform.
Most often, Anaplan Connect is used in conjunction with flat files, but it can also be used to connect to any relational database with JDBC.
JDBC
JDBC stands for Java Database Connectivity. It is the industry standard API for database-independent connectivity between Java and a wide range of SQL databases, as well as other tabular data sources. A JDBC connection relies on Anaplan Connect to handle the Anaplan side of the integration; it has a separate category because this is the only type of Anaplan Connect script that will contain an SQL query.
As with any non-JDBC integration using Anaplan Connect, Anaplan must already have a template file stored as a data source. As long as this data source is available within the Anaplan model, a JDBC integration differs from a flat file Anaplan Connect script when it comes to selecting the file for import. With a JDBC integration, this is the result of an SQL query instead of the location of a flat file. The results of this query are passed directly to Anaplan without needing to store a file.
Learn more about Anaplan Connect and download the Anaplan Connect Quick Start Guide in Anapedia.
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At Anaplan, our mission is to change the way companies around the world align people and plans to market opportunities. Central to achieving this goal is successfully integrating your data from various external systems into Anaplan, including native connectors as well as connectors with the most popular ETL tools on the market.
Anaplan has built a connector to provide a graphical environment for connecting with any of Boomi’s library of connectors to other applications. Check out the Anapedia for more information on performing basic functions with the Boomi connector; in this post, we will demonstrate an example Boomi process to demonstrate some advanced ways to use this tool.
Multi-Module Import
Often, a need arises to import a subset of data into a list before it is possible to fill in a module. This is easily achievable if you prepare your import actions with a single sample CSV with the exact formatting that Boomi’s export will create.
This is a useful technique for handling an export of Salesforce opportunities. A single pull from Salesforce returns a CSV containing opportunity IDs as well as other data you track in Anaplan. Two successive upsert calls with the Anaplan Connector can add new opportunity IDs to an Anaplan list (useful for model-wide data integrity) then fill add the other information to a module.
Following this process has several upsides: a simpler Boomi process, a single query to Salesforce, and increased model-wide data integrity from the ability to make any opportunity id in the model match an item on the op ID list.
Calling a Process
Anaplan’s Boomi connector does not have native support for calling processes. Often, calling individual actions is all that’s needed, but some integrations demand more. Also, calling an Anaplan process instead of a collection of actions can reduce the burden of maintenance for IT professionals by allowing actions to be renamed and reordered without requiring change of the Boomi process.
To call an Anaplan process within your Boomi workflow, you must skirt the Anaplan connector, and instead use a Boomi HTTPS connector to call a process using our API. There is thorough documentation on Anaplan’s RESTful API, and supplemental information in the knowledge base.
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Anaplan Security Engineering has performed a thorough investigation of the following vulnerability: Multiple SAML libraries may allow authentication bypass via incorrect XML canonicalization and DOM traversal.
Anaplan Security Engineering confirms that its SAML implementation is not vulnerable to such attacks as described in the following CVE’s:
Reference: https://www.kb.cert.org/vuls/id/475445
CVE IDs: CVE-2017-11427 CVE-2017-11428 CVE-2017-11429 CVE-2017-11430 CVE-2018-0489
Vulnerability Note VU#475445 - Multiple SAML libraries may allow authentication bypass via incorrect XML canonicalization and DOM traversal
Vulnerability Description: Multiple SAML libraries may incorrectly utilize the results of XML DOM traversal and canonicalization APIs in such a way that an attacker may be able to manipulate the SAML data without invalidating the cryptographic signature, allowing the attack to potentially bypass authentication to SAML service
Please contact security@anaplan.com if you have any questions about this issue.
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